A plan for today, tomorrow and generations to come

Chuck advises high net worth families, business owners, athletes and nonprofit organizations on investment matters. He joined UBS from Bernstein Private Wealth Management in December 2023, and previously held senior roles at S.S. White, a global manufacturing firm, and at Surgical Laser Technologies, a medical device firm.

Chuck holds a BA and an MBA from Clemson University, where he played football. He also played in the NFL for two seasons and is a member of the NFL Alumni and NFL Players Association. He is fluent in Spanish and basic Mandarin Chinese.

• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• MA
• MD
• MI
• NC
• NH
• NJ
• NY
• OH
• OR
• PA
• SC
• SD
• TX
• VA
• VT
• WA

Frank is an Associate Director with UBS Private Wealth Management in the Philadelphia office. He began his career with SEI Investments as an Analyst and prior to joining UBS, was an Associate with JP Morgan’s Private Bank, and most recently a Senior Associate with Bernstein Private Wealth Management. 

Frank’s focus is on portfolio management, investment research, relationship management, and new business development. Frank graduated with a B.S. Finance from the West Chester University of Pennsylvania and holds his Series 7, 63, and 66 securities licenses.

In his free time, he is an avid golfer and enjoys exploring and trying new restaurants in Philadelphia.

• West Chester University , B.S. Finance

Nancy is a dedicated client service associate bringing extensive expertise in client relations and financial services. With a proven track record of delivering exceptional service and support to the high-net-worth clients, Nancy plays a crucial role in managing client inquiries, executing transactions, and ensuring seamless operational efficiency.

Driven by a passion for finance and a commitment to client satisfaction, Nancy leverages 14 years of hands-on experience in the financial industry to provide personalized solutions and build lasting client relationships. She began her career at Bank of America/ Merrill Lynch where she held various roles. She was a Financial Center Manager at Bank of America for six years before joining Merrill Lynch as a Wealth Management Banking Specialist, and most recently a Private Wealth Client Associate.

Known for attention to detail and a proactive approach, Nancy thrives in dynamic environments and consistently exceeds expectations. In her free time, she enjoys playing kickball, badminton, and spending time with friends and family.